AI for Sales Pros: Research, Outreach and Deals

What's inside

1. Level 1: What AI Can and Can't Do in SalesFree
   You'll get a clear, honest picture of where AI assistants like ChatGPT, Gemini, Claude and Microsoft 365 Copilot really help in a sales job and where they fall short, and we'll back it up with dated evidence of how sales teams use them.
2. Level 2: Approved Tools and Your Workplace AI PolicyFree
   We'll look at how you pick tools your employer has approved, and how you read and follow your workplace AI policy before you type a single prompt.
3. Level 3: What Never Goes Into a Tool: UK GDPR Basics
   You'll learn the UK GDPR and confidentiality basics behind every prompt, so customer personal data, commercial secrets and confidential deal details stay out of tools that aren't approved.
4. Level 4: Checking Output for Errors, Bias and Made-Up Facts
   We'll build a simple checking routine you can run on any AI output, so made-up facts, out-of-date information and biased assumptions get caught before a customer ever sees them.
5. Level 5: Researching Accounts with AI
   You'll use AI to build a solid account brief from public, checkable sources, covering the company, its market, its likely priorities and recent news, and then check every claim it makes.
6. Level 6: Researching Prospects and Stakeholders Responsibly
   We'll move from the company to the people, using AI to map stakeholders and their likely concerns while respecting their privacy and sticking to information that's relevant to their work.
7. Level 7: Personal, Honest Outreach Without the Spam
   You'll use AI to help you write outreach that's truly personal and honest, built on your own research and voice, instead of mass-generated messages that damage trust and your sender reputation.
8. Level 8: UK GDPR and PECR Rules for Sales Marketing
   We'll walk through how UK GDPR and PECR apply when you email, call or text individuals and businesses, so your outreach is lawful as well as good.
9. Level 9: Preparing for Calls and Meetings
   You'll use AI to prepare sharper for calls and meetings: setting the agenda, planning discovery questions and getting ready for likely concerns, while the relationship stays in your hands.
10. Level 10: Accurate Call Summaries and Follow-Ups
    We'll turn conversations into accurate summaries and follow-up emails with AI, checking every commitment and next step against what was actually said, and handling recording and transcription lawfully.
11. Level 11: Practising Objection Handling with AI Role-Play
    You'll set up AI role-plays where the assistant plays a realistic buyer, so you can practise handling objections and get feedback before the real conversation.
12. Level 12: Drafting Proposals and Quotes with AI
    We'll use AI to structure and draft proposals and quotes that reflect the customer's own words and needs, while pricing, terms and commitments stay firmly under your control and your company's approval process.
13. Level 13: Honest Claims and Consumer Law in Outline
    You'll learn to make only claims you can back up, and get an outline of the UK consumer protection rules that apply when you sell to individuals, so AI-written copy never misleads.
14. Level 14: Clean, Lawful CRM Notes and Data Hygiene
    We'll use AI to keep CRM records accurate, consistent and lawful, writing notes that are factual, necessary and fit for the customer to read if they ever ask to see them.
15. Level 15: AI in Salesforce, HubSpot and Dynamics
    You'll get an outline of the kinds of AI features built into Salesforce, HubSpot and Microsoft Dynamics 365, and learn to check what your own setup actually offers against current help pages rather than marketing claims.
16. Level 16: AI-Assisted Forecasting at a High Level
    We'll look at how AI can support pipeline review and forecasting at a high level, and why your data quality and your own judgement still decide whether a forecast can be trusted.
17. Level 17: Being Open About Your AI Use
    You'll work out when and how to be open with customers, colleagues and managers about using AI, so your honesty and credibility stay intact.
18. Level 18: Using AI to Deepen Your Own Expertise
    We'll use AI as a tutor and sparring partner to deepen your product, industry and selling expertise, so your own judgement grows rather than wastes away.
19. Level 19: Talking About AI and the Changing Sales Role
    You'll learn to talk constructively with managers and colleagues about AI, and take an honest, openly uncertain look at how sales roles may change over the next few years.
20. Level 20: Final Challenge: Your Safe, Personal AI Plan Exam
    In the final challenge you'll bring the whole course together, working a realistic deal from research to follow-up safely and lawfully, and leaving with a personal 30-day plan for using AI in your own job.

Access

The first 2 levels are free with a free account. Every level, the podcast edition and the AI tutor come with All Access at £4.99/month or any Creator plan — see pricing.

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